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An Asset Allocation Primer

23 Pages Posted: 18 Jan 2010 Last revised: 10 Feb 2010

Brian Jacobsen

Wells Fargo Funds Management

Date Written: February 8, 2010


This paper serves as a general guide to asset allocation. It answers the following questions: (1) What is asset allocation? (2) What are asset classes? (3) What is a normal allocation? (4) When should an allocation deviate from the norm?

Keywords: asset allocation, strategic asset allocation, tactical allocation, investment management

JEL Classification: C53, G11

Suggested Citation

Jacobsen, Brian, An Asset Allocation Primer (February 8, 2010). Available at SSRN: or

Brian Jacobsen (Contact Author)

Wells Fargo Funds Management ( email )

MAC N9882-014
100 Heritage Reserve
Menomonee Falls, WI 53151
United States
414-359-3938 (Phone)
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